Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 809 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
78
shares
|
$4,389
0.0% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
77
shares
|
$4,332
0.0% of portfolio
|
Q1 2025
Reduced 53.33%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
70
shares
|
$3,938
0.0% of portfolio
|
Q3 2024
Reduced 89.55%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jan 30, 2026 Q4 2025 |
66
shares
|
$3,713
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
63
shares
|
$3,545
0.0% of portfolio
|
Q3 2025
Reduced 27.59%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
62
shares
|
$3,488
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
60
shares
|
$3,376
0.0% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 20, 2026 Q4 2025 |
55
shares
|
$3,094
0.0% of portfolio
|
Q2 2025
Reduced 78.85%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
54
shares
|
$3,038
0.0% of portfolio
|
Q4 2024
Reduced 46.53%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
52
shares
|
$2,926
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
45
shares
|
$2,532
0.0% of portfolio
|
Q3 2025
Reduced 36.62%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 27, 2026 Q4 2025 |
45
shares
|
$2,532
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
45
shares
|
$2,532
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
43
shares
|
$2,419
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
42
shares
|
$2,363
0.0% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
42
shares
|
$2,363
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
27
shares
|
$1,519
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 30, 2026 Q4 2025 |
24
shares
|
$1,350
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 30, 2026 Q4 2025 |
24
shares
|
$1,350
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
23
shares
|
$1,294
0.0% of portfolio
|
Q1 2024
Reduced 45.24%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
20
shares
|
$1,125
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
16
shares
|
$900
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Evolution Advisers, Inc.
|
Jan 23, 2026 Q4 2025 |
15
shares
|
$844
0.0% of portfolio
|
Q4 2024
Reduced 95.5%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
15
shares
|
$844
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
14
shares
|
$787
0.0% of portfolio
|
Q4 2024
Reduced 83.72%
|
|